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Find Retirement Advisors for Retirement Planning in California, Chico

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 3 Retirement Planning firms in Chico, California (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

196 Cohasset Road, Suite 100
Chico, CA, 95926
$557,532,28116026
A percentage of AUM, Hourly charges, Fixed fees
2

555 Main Street, Suite 400
Chico, CA, 95928
$462,234,4948064
A percentage of AUM, Hourly charges, Fixed fees
3

140 Yellowstone Drive, Suite 100
Chico, CA, 95973
$118,418,5553043
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Chico, California

QualificationsFirm CRD# 282595

Assets Under Management $557,532,281

No. Of Clients1602

Clients Per Financial Advisor267

SWEENEY & MICHEL, LLC is a financial advisory firm situated in Chico, California. With a nearly $558M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1602 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 162562

Assets Under Management $462,234,494

No. Of Clients806

Clients Per Financial Advisor202

THE O'DONNELL GROUP is a financial advisory firm situated in Chico, California. With a nearly $462M assets under management, the firm specializes in crafting personalized retirement planning solutions for 806 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 176528

Assets Under Management $118,418,555

No. Of Clients304

Clients Per Financial Advisor101

MURRAY FINANCIAL SERVICES, INC is a financial advisory firm situated in Chico, California. With a nearly $118M assets under management, the firm specializes in crafting personalized retirement planning solutions for 304 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

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